Transfer your
shares from
TD Ameritrade
easily to us!

Trusted Broker Since 1975

Transfer your shares from TD Ameritrade easily to us!

Trusted Broker Since 1975

How you can transfer in your US shares easily?

Step 1

  1. Date
  2. TD Ameritrade Singapore Account Number (Client’s 9-digit TD Ameritrade  Singapore Account number starting with 220)
  3. TD Ameritrade Singapore Account Name
    1. Tick the box to transfer all available shares (whole shares only. Fractional shares are not allowed), or
    2. Fill in the detail of the counters accordingly in the table provided form, to transfer in specific US shares
  4. Under account owner’s signature, client to sign off
  5. “Foreign Transfer” written at the top of the form
  6. When instructing TD Ameritrade on DTC transfer, please provide them your 7 digits PSPL trading account number

Step 2

  1. PSPL trading account number (7 digits)
  2. Name of account holder
  3. Counter party details
    – Name of Account Holder &
    – Account No (Client’s 9-digit TD Ameritrade Singapore Account number starting with 220)
  4. Signature sign off (Electronic signature acceptable)




Note: DTC transfer is only used to transfer fully paid securities positions (whole shares only, Fractional shares are not allowed) and this type of transfer does not support margin lending, options or futures transfers.

For a smooth shares transfer process, Customers are to ensure that:

  • TD Ameritrade transfer form is completed and submitted in good order
  • Both delivering firm (TD Ameritrade) and receiving firm (Phillip Securities) are instructed about the transfer request
  • W8BEN linkage must also be ready before transfer

Do note that this service is not applicable for US Citizens.

For further questions, please call your Trading Representative or 65311555 or email us at


Transfer your US Shares from TD Ameritrade from 25 September to 29 December 2023 and enjoy the Cash Rebate!

Why choose POEMS for share transfer?

Platform Fee

Equity Specialist 

From US$1.88 Flat
for US Shares

Your Partner in Finance

Full Service Broker & Wealth Advisory

Trust Broker for over 45 years




Clients worldwide


Shareholder Funds


Assets Under Management (AUM)

Regulated & Secure

Fully licensed and regulated in 15 countries

Contact us to Open an Account

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This material is provided by Phillip Capital Management (S) Ltd (“PCM”) for general information only and does not constitute a recommendation, an offer to sell, or a solicitation of any offer to invest in any of the exchange-traded fund (“ETF”) or the unit trust (“Products”) mentioned herein. It does not have any regard to your specific investment objectives, financial situation and any of your particular needs. You should read the Prospectus and the accompanying Product Highlights Sheet (“PHS”) for key features, key risks and other important information of the Products and obtain advice from a financial adviser (“FA“) pursuant to a separate engagement before making a commitment to invest in the Products. In the event that you choose not to obtain advice from a FA, you should assess whether the Products are suitable for you before proceeding to invest. A copy of the Prospectus and PHS are available from PCM, any of its Participating Dealers (“PDs“) for the ETF, or any of its authorised distributors for the unit trust managed by PCM.  

An ETF is not like a typical unit trust as the units of the ETF (the “Units“) are to be listed and traded like any share on the Singapore Exchange Securities Trading Limited (“SGX-ST”). Listing on the SGX-ST does not guarantee a liquid market for the Units which may be traded at prices above or below its NAV or may be suspended or delisted. Investors may buy or sell the Units on SGX-ST when it is listed. Investors cannot create or redeem Units directly with PCM and have no rights to request PCM to redeem or purchase their Units. Creation and redemption of Units are through PDs if investors are clients of the PDs, who have no obligation to agree to create or redeem Units on behalf of any investor and may impose terms and conditions in connection with such creation or redemption orders. Please refer to the Prospectus of the ETF for more details.  

Investments are subject to investment risks including the possible loss of the principal amount invested. The purchase of a unit in a fund is not the same as placing your money on deposit with a bank or deposit-taking company. There is no guarantee as to the amount of capital invested or return received. The value of the units and the income accruing to the units may fall or rise. Past performance is not necessarily indicative of the future or likely performance of the Products. There can be no assurance that investment objectives will be achieved.  

Where applicable, fund(s) may invest in financial derivatives and/or participate in securities lending and repurchase transactions for the purpose of hedging and/or efficient portfolio management, subject to the relevant regulatory requirements. PCM reserves the discretion to determine if currency exposure should be hedged actively, passively or not at all, in the best interest of the Products.  

The regular dividend distributions, out of either income and/or capital, are not guaranteed and subject to PCM’s discretion. Past payout yields and payments do not represent future payout yields and payments. Such dividend distributions will reduce the available capital for reinvestment and may result in an immediate decrease in the net asset value (“NAV”) of the Products. Please refer to <> for more information in relation to the dividend distributions.  

The information provided herein may be obtained or compiled from public and/or third party sources that PCM has no reason to believe are unreliable. Any opinion or view herein is an expression of belief of the individual author or the indicated source (as applicable) only. PCM makes no representation or warranty that such information is accurate, complete, verified or should be relied upon as such. The information does not constitute, and should not be used as a substitute for tax, legal or investment advice.  

The information herein are not for any person in any jurisdiction or country where such distribution or availability for use would contravene any applicable law or regulation or would subject PCM to any registration or licensing requirement in such jurisdiction or country. The Products is not offered to U.S. Persons. PhillipCapital Group of Companies, including PCM, their affiliates and/or their officers, directors and/or employees may own or have positions in the Products. Any member of the PhillipCapital Group of Companies may have acted upon or used the information, analyses and opinions herein before they have been published. 

This advertisement has not been reviewed by the Monetary Authority of Singapore.  


Phillip Capital Management (S) Ltd (Co. Reg. No. 199905233W)  
250 North Bridge Road #06-00, Raffles City Tower ,Singapore 179101 
Tel: (65) 6230 8133 Fax: (65) 65383066